What the data for this category looks like
Sources of multi-financial financial report data include domestic and overseas securities exchange disclosure platforms and industry regulatory reporting systems. Updates follow quarterly and annual regular disclosure rules, with temporary announcements released alongside major business events. Documents are provided in PDF format, and include three core content sections: consolidated financial statement main tables, financial notes, and supplementary operating data tables. Fields cover total assets, net assets, operating revenue, net fee and commission income, and more. Units are uniformly ten thousand yuan or hundred million yuan. Some segmented business data is presented as absolute values.
What constraints these characteristics impose on workflow orchestration
Multiple data sources require workflow configurations to include cross-source data pull nodes, and adapt to interface formats and permission rules of different platforms. Fixed update cycles and uncertainty of temporary announcements require workflows to support both scheduled scheduling and event trigger modes, covering regular data updates and emergency information synchronization. Long document structures require workflow configurations to set paragraph parsing thresholds, to avoid single-parsing timeouts or content truncation. Differences in segmented field subjects require workflows to include built-in field mapping rules, unifying financial report data formats across subsidiaries and reporting periods, and ensuring consistency for subsequent analysis.
How to set configurations
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
PARSE_FILE_TIMEOUT_SECONDS | 600 seconds | Annual financial reports typically contain dozens of pages, requiring sufficient time for complete parsing |
chunkSize | 800–1200 characters | Financial report text contains many technical terms; segment length adapts to semantic integrity, avoiding disruption of associated logic for report items |
similarity threshold | 0.75–0.85 | Financial report analysis has high requirements for data accuracy; filters low-match irrelevant text, improving relevance of recalled content |
WORKFLOW_TRIGGER_MODE | Scheduled + event trigger | Covers regular quarterly and annual financial report updates, as well as emergency data synchronization for temporary announcements |
UPLOAD_FILE_MAX_SIZE | 1000 MB | Supports uploading complete annual financial reports including multiple supplementary tables, adapting to the complex report structure of multi-financial businesses |
RECALL_REORDER_COUNT | Top 3 | Focuses on core report data, avoiding excessive recalled content interfering with AI-generated analysis conclusions |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require targeted analysis, and it is recommended to test on your own samples before finalizing settings.
Three common mistakes
- Symptom: Knowledge base recall results are correct during workflow debugging, but no knowledge base reference content is returned during official conversation. Cause: No data link is established between the knowledge base retrieval node and the AI generation node, or knowledge base permission binding is not enabled in the workflow.
- Symptom: After saving and running an advanced orchestration node, a prompt indicates that the corresponding configuration is not loaded. Cause: A custom configuration file was not uploaded to the workflow's resource storage directory, or the configuration file name does not match the node reference rules.
- Symptom: The workflow returns a
500 Internal Server Errorduring runtime, and logs show parsing timeout. Cause: The default parsing timeout parameter of version4.8.10is used, and thePARSE_FILE_TIMEOUT_SECONDSconfiguration is not adjusted for long financial report documents.
How to confirm successful configuration
- Trigger the workflow's scheduled scheduling task, check whether the pulled financial report data includes the latest disclosed reporting period content, confirming that the cross-source data pull node configuration is correct.
- Run a parsing test for a single financial report document, check whether the parsed text segments match the preset segment rules, confirming that the segment parameters are effective.
- Initiate a simulated conversation request, check whether the AI-generated content references financial report field data in the knowledge base, confirming that the link between the retrieval node and the generation node is normal.
- View the workflow runtime logs, confirm that there are no parsing timeout-related errors, confirming that the timeout parameter configuration meets the document length requirements for current processing.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.